Adobe Marketing Cloud Analytics Segmentation Analytics capabilities, the Adobe Marketing Cloud, Adobe Target, and other integrated Adobe products. Analytics segmentation includes the

Adobe® Experience Cloud

Analytics Segmentation

Contents

Analytics Segmentation..........................................................................................5

About Segments and Containers...........................................................................6

Segmentation Features in Analysis Workspace...................................................9

Segmentation Workflow........................................................................................10

Planning Segments...............................................................................................................11

Building Segments................................................................................................................11

Segment Builder User Interface...............................................................................................................12

Use Date Ranges in Segments................................................................................................................17

Stack Segments.......................................................................................................................................17

Use Segment Templates..........................................................................................................................18

Example: Campaign Visitors Segment.....................................................................................................20

Create Segments from a Fallout Report...................................................................................................21

Building Sequential Segments..............................................................................................24

Simple Page View Sequence...................................................................................................................27

Mixed-level Sequence .............................................................................................................................28

Aggregate Containers..............................................................................................................................29

Nesting in Sequential Segments..............................................................................................................30

Excluding Hits..........................................................................................................................................31

Exclude Between Checkpoints.................................................................................................................32

Exclude at Beginning of Sequence .........................................................................................................32

Exclude at End of Sequence ...................................................................................................................33

Logic Group Containers...........................................................................................................................34

Logic Group Checkpoints in Any Order....................................................................................................35

Logic Group First Match...........................................................................................................................36

Logic Group Exclude AND.......................................................................................................................37

Logic Group Exclude OR.........................................................................................................................38

Building Time-Within and Time-After Segments.......................................................................................38

Using the After Operator..........................................................................................................................39

Analytics SegmentationLast updated 4/10/2018

Using the Within Operator........................................................................................................................40

The Within and After Operators................................................................................................................41

Tagging Segments.................................................................................................................42

Approving Segments.............................................................................................................43

Sharing Segments.................................................................................................................44

Publishing Segments to the Experience Cloud.....................................................................45

Selecting and Applying Segments........................................................................................46

Filtering Segments................................................................................................................46

Marking Segments as Favorites............................................................................................47

Deleting Segments................................................................................................................48

Managing Segments.............................................................................................................48

Segment Reference...............................................................................................51

Comparison Operators for Segments ...................................................................................51

Data Warehouse Segment Compatibility...............................................................................53

Segment Rights by Role........................................................................................................53

Troubleshooting ....................................................................................................................54

Frequently Asked Questions................................................................................56

Segment Definition Changes................................................................................................59

What's New in Analytics Segmentation...............................................................63

April 2018..............................................................................................................................63

November 2016.....................................................................................................................63

October 2016........................................................................................................................63

September 2016....................................................................................................................64

June 2016..............................................................................................................................64

January 2016........................................................................................................................64

November 2015.....................................................................................................................65

October 2015........................................................................................................................65

September 2015....................................................................................................................65

October 2014........................................................................................................................66


Contents

September 2014....................................................................................................................66

August 2014..........................................................................................................................66

July 2014...............................................................................................................................67

May 2014...............................................................................................................................67

Transition Guide for Ad Hoc Analysis.................................................................69

Contact and Legal Information.............................................................................72


Analytics SegmentationAdobe Analytics lets you build, manage, share, and apply powerful, focused audience segments to your reportsusing Analytics capabilities, the Adobe Experience Cloud, Adobe Target, and other integrated Adobe products.

Analytics segmentation includes the Segment Builder to construct segments and run a pre-test, and the SegmentManager to collect, tag, approve, set security, and share segments across your organization.

Data Scientists and Marketing Analysts can employ, extend, and refine segments for analysis specific to his or herneeds, and then save the segment for other users to extend, refine and save as a new segment to the library. Onceset in motion, it's a cycle of designing and managing codified audience insights as a unified segment workflow.

Getting Started

Start with Segmentation Workflow or Building Segments, or see About Segments for a quick overview.

5Analytics Segmentation

About Segments and ContainersSegments allow you to identify subsets of visitors based on characteristics or website interactions. Segments aredesigned as codified audience insights that you can build for your specific needs, and then verify, edit, and sharewith other team members or use in other Adobe products and Analytics capabilities.

Segments are based on a Visitor, Visit and Hit level hierarchy using a nested container model.The nested containersallow you to define visitor attributes and actions based on rules between and within the containers. Analytics segmentscan be built, approved, shared, saved, and run across multiple products and capabilities in the Adobe ExperienceCloud. Segments can be generated from a report, built into a dashboard report, or bookmarked for quick access.

You can build and save segments in the Segment Builder, or generate segments from a Fallout report (in ad hocanalysis).You can also employ and extend pre-built segments based on specific rules between nested containers,allowing you to filter results and apply to reports. In addition, segments can be used together as stacked segments.

Segments let you identify visitors based on characteristics and sequence of page views.

Segments

Segments identify who your visitors are (country, gender, coffee shop), what devices and services they use (browser,search engine, mobile device), where they navigated from (search engine, previous exit page, natural search), plusa lot more.

Segments can be based in the following values:

• Visitors based on attributes—browser type, device, number of visits, country, gender.• Visitors based on interactions—campaigns, keyword search, search engine.• Visitors based on exits and entries—visitors from Facebook, a defined landing page, referring domain.• Visitors based on custom variables—form field, defined categories, customer ID.

When building audience segments in the Segment Builder, you define conditions using the AND and OR operatorsbetween containers.

6About Segments and Containers

This type of segment filters data sets based on characteristics joined using the AND and OR operators.

Sequential Segments

Sequential segments let you identify visitors based on navigation and page view across your site, providing a segmentof defined actions and interactions. Sequential segments help you identify what a visitor likes and what a visitoravoids. When building sequential segments, the THEN operator is used to define and order visitor navigation.

Visit ThreeVisit TwoVisit One

In the third visit, the visitor enteredand followed that same path as in the

In the second visit, the visitor againwent to the main landing page (A),

In the first visit, the visitor went to themain landing page (A), excluded the

first and second visits, then excludedexcluded the campaign page (B), andcampaign page (B), and then viewedthe Product page (C). page F to go directly to a targeted

product page (G).went again to the Product page (C),and then to a new page (D).

Sequential segments can be based on the following hit values:

• Visitors based on sequence of page hits—page views within a single visit, page views across separate visits, visitsthat excluded page views.

• Visitors based on time between and after page views—after a time limit, between hits, after an event.


A sequential segment filters data sets based on user actions using the THEN operator.


Segmentation Features in Analysis Workspace

9Segmentation Features in Analysis Workspace

Segmentation WorkflowDescribes a suggested workflow for segments created with the Segment Builder and managed through the SegmentManager.

DescriptionWorkflow TaskStep

Have you asked all the right questions before building segments and setting upa segment management environment? Have you designed the segment with itsintended purpose and distinct usage in mind?

See the Segment Planning Checklist for help in planning and organizing yoursegments.

Planning Segments

Build and edit segments for use in all Analytics capabilities.

Building Segments See Building Sequential Segments for how to build segments with the THENoperator.

Tag segments for ease of organization and sharing. Tagging replaces folderhierarchies in ad hoc analysis. See how to plan and assign tags for simple andadvanced searches and organization.Tagging Segments

Approve segments to make them canonical.

Approving Segments

You can apply segments directly from a report, from the segment rail (ShowSegments).

Applying Segments

Share your segments with the intended audience in other Analytics tools and toAdobe Target and the Adobe Experience Cloud.

Share Segments

Filter by tags, owners, and other filters (Show All, Mine, Shared With me,Favorites, and Approved.)

Filtering Segments

10Segmentation Workflow

DescriptionWorkflow TaskStep

Marking segments as favorites is another way to organize them for ease of use.Marking Segment asFavorites

The Segment Manager offers many ways of curating segments, such as sharing,filtering, tagging, approving, copying, deleting, and marking as favorites.

Managing Segments

Planning Segments

Outlines the steps and best practices to follow when planning your segments.

Devoting some time to plan segments improves the chances that they will be useful for your organization and thattheir numbers will be kept in check.

1. Consider the audience: Who will consume it? With whom will you share it? Which groups of people will use thissegment and how should I tag it accordingly? This also means providing a good segment description. At minimum,the description should answer these questions:

• What is this segment useful for?• When should I use this segment?

2. Determine the segment scope.Which segment container best represents the scope? Use the smallest containerpossible.

3. Decide which elements to include in the segment definition, and which values. Consider variable persistence inthis decision.

4. Consider how you want your approval process to unfold. Will a single person review and approve segments orwill it be a committee decision?

5. Define your segments with view to a segment library that gives business users the ability to stack and reusesegment pieces or components in a modular fashion. What "modules" do you need to define to make this librarya reality?

Building Segments

The Segment Builder provides a canvas to drag and drop Metric Dimensions, Segments, and Events to segmentvisitors based on container hierarchy logic, rules, and operators.This integrated development tool lets you build andsave simple or complex segments that identify visitor attributes and actions across visits and page hits.

• Segment Builder User Interface••• Use Date Ranges in Segments• Stack Segments• Use Segment Templates• Create Segments from a Fallout Report• Example: Campaign Visitors Segment• Ad Hoc Analysis Features• Build Segments in Ad Hoc Analysis

There are several ways to access the Segment Builder:


PathAnalytics Tool

Analytics > Components > SegmentsAnalytics top navigation

Analytics > Workspace, open a project and click + New > Create SegmentAnalysis Workspace

Analytics > Reports, open an existing report and click the Segments icon in theleft navigation, then click Add.

Reports & Analytics

Build Segments in Ad Hoc AnalysisAd Hoc Analysis

Add or edit segments in Report BuilderReport Builder

Segment Builder User Interface

The Segment Builder lets you build simple or complex segments that identify visitor attributes and actions acrossvisits and page hits. It provides a canvas to drag and drop metric dimensions, events, or other segments in order tosegment visitors based on hierarchy logic, rules, and operators.

Web UI Features

The Segment Builder lets you build and edit segments in the web UI (or in a Java UI in Ad Hoc Analysis).You canadd rule definitions and containers to refine your segments, stack segments, and nest them to refine them.You canalso validate how many page views, visits, and unique visitors result from your current segment definition. Thensave the segment for future needs.

Access the Segment Builder by

•

Displaying an existing report and clicking the Segments icon in the left navigation. In the segment rail thatdisplays, clickAdd.

• From within the Segment Manager, clicking + Add.• Clicking an existing segment title in the Segment Manager to edit the segment in Segment Builder.


https://marketing.adobe.com/resources/help/en_US/arb/segmentation.html

DescriptionFeature

Let you name or rename the segment.Title field1

This is where you provide a description for the segment.You mustprovide a description if you want to share the segment.

Description field2

Lets you tag the segmentyou are creating by picking from a list ofexisting tags or creating a new tag.

Tagging interface3

This is where you build and configure segments, add rules, and nestand sequence containers. Allows you to provide a description for the

Definitions canvas4

new segment by selecting the container and dragging and droppingdimensions, segments, or metrics into the definition.

Lets you select the top-level container (Visitor, Visit, Hit).The defaulttop-level container is the Hit container.

Top Container selector5

Options (gear) icon6 • + Add container: Lets you add a new container (below the top-level

container) to the segment definition.• + Add container from selection: Lets you create a new container

from the element/s that you (multi-) selected in the Definitions field.• Exclude: Lets you define the segment by excluding one or more

dimensions, segments, or metrics.

Dimension that was dragged and dropped from the Dimensions list.Dimension (orange sidebar)7

You can compare and constrain values using selected operators.Comparison operator8


DescriptionFeature

The value you entered or selected for the dimension or segment ormetric.

Value9

Assigns the AND/OR/THEN operators between containers or rules.The THEN operator lets you define sequential segments.

And/Or/Then operators10

Metric that was dragged and dropped from the Metrics list.Metric (green sidebar)11

You can compare and constrain values using selected operatorsComparison operator12

The value you entered or selected for the dimension or segment ormetric.

Value13

Lets you delete this part of the segment definition.X (Delete)14

Saves or cancels the segment. After clicking Save, you are taken tothe Segment Manager where you can manage the segment.

Save or Cancel15

Searches the list of dimensions, segments, or metrics.Search bar16

Click the header to expand.List of dimensions17

Click the header to expand.List of metrics18

Click the header to expand.List of segments19

Lets you select the reports suite that this segment will be saved under.You can still utilize the segment in all report suites.

Report suite selector20

Lets you preview the key metrics to see whether you have a validsegment and how broad the segment is. Represents the breakdown

Segment Preview21

of the data set you can expect to see if you apply this segment. Shows3 concentric circles and a list to show the number and percentage ofmatches for Hits, Visits, and Visitors for a segment run against adata set. This chart is updated immediately after you create or makechanges to your segment definition.

Provides a list of which Adobe Analytics products (AnalysisWorkspace, Reports & Analytics, Ad Hoc Analysis, Data Warehouse)

Product Compatibility22

with which the segment you created is compatible. Most segmentsare compatible with all products. However, not all operators anddimensions are compatible with all Analytics products, especially


DescriptionFeature

Data Warehouse. This chart is updated immediately after you makechanges to your segment definition.

Note: Segments with embedded date ranges continue tooperate differently in Analysis Workspace versus Reports &Analytics: In Workspace, a segment with an embedded daterange overrides the panel date range. By contrast, Reports &Analytics gives you the intersection of the report date rangeand the segment's embedded date range.

This option appears only if the report suite that you are saving thissegment to is enabled for the Experience Cloud. By publishing a

Publish to Experience Cloud(for <report suite name>)

(notshown inscreenshot) segment to the Experience Cloud, you can use the segment for

marketing activity in the Audience library, Target, and AudienceManager. A segment title and description are required.

Note: In Analytics, you can edit or delete a published segment.If the segment is in use, a warning message is issued whenyou edit a segment.You cannot delete a published segmentthat is in use by Adobe Target.

Important: You must limit the number of audiences sharedfrom Analytics to 20 to avoid additional processing delays.Audiences shared to the Experience Cloud from Analyticscannot exceed 20 million unique members. Also, due tocaching, deleted report suites in Analytics require 12 hoursbefore the deletion is shown in the Experience Cloud.

Important: Once a visitor qualifies for the audience sharedfrom Analytics, there is a 24 - 48 hour delay before thatinformation is actionable in Target, Media Optimizer, andCampaign.

Build Segments

1. Simply drag a Dimension, Segment, or Metric Event from the left pane to the Definitions field.


The default top-level Hit container is shown after dragging an element to Definitions.You can change thecontainer type to Visit or Visitor from the Show drop-down menu.

2. Set the operator from the drop-down menu.3. Enter or select a value for the item selected.4. Add additional containers if needed, using And, Or, or Then rules.5. After placing the containers and setting the rules, see the results of the segment in the validation chart at the top

right. The validator indicates the percentage and absolute number of page views, visits, and unique visitors thatmatch the segment you created.

6. Under Tags, tag the container by selecting an existing tag or creating a new one.7. Click Save to save the segment.

You are now taken to the Segment Manager, where you can tag, share, and manage your segment in multiple ways.

Build and Nest ContainersYou can build a framework of containers and then place logic rules and operators between.

1. Click Options > Add Container.

A new Hit container opens without a Hit (Page View) identified.


2. Change the container type as needed.3. Drag a Dimension, Segment, or Event from the left pane to the container.4. Continue to add new containers from the top-level Options >Add container button at the top of the definition,

or add containers from within a container to nest logic.

OR

Select one or more rules and then click Options > Add container from selection. This turns your selection intoa separate container.

Use Date Ranges in Segments

You can build segments that contain rolling date ranges in order to answer questions about ongoing campaigns orevents.

For example, you can easily build a segment that includes “everyone who has made a purchase over the past 60days”.

You create a Visit container and within it, add the Last 60 days time range and the metric Orders is greater thanor equal to 1, with an AND operator:

Stack Segments

Stacking segments works by combining the criteria in each segment using an 'and' operator, and then applying thecombined criteria.

For example, stacking a "mobile phone users" segment and a "US geography" segment would return data only formobile phone users in the US.

Think of these segments as building blocks or modules that you can include in a segment library, for users to useas they see fit. That way, you can dramatically reduce the number of segments needed. For example, assume youhave 40 segments:

• 20 for mobile phone users in different countries (US_mobile, Germany_mobile, France_mobile, Brazil_mobile, etc.)

• 20 for tablet users in different countries (US_tablet, Germany_tablet, France_tablet, Brazil_tablet, etc.)

By using segment stacking, you can reduce your segment count to 22 and stack them as needed.You would needto create these segments:

• one segment for mobile users

• one segment for tablet users


• 20 segments for the different geographies

Note: When stacking two segments, they are by default joined by an AND statement.This cannot be changedto an OR statement.

1. Go to the Segment Builder.2. Provide a title and description for the segment.3. Click Show Segments to bring up the list of segments in the left navigation.4. Drag and drop the segments you want to stack to the segment definition canvas. Here is an example of a segment

that stacks the existing segments "Visits from Tablets" and "US Geo":

5. Save the segment.

Use Segment Templates

Templates represent the old pre-configured and suite segments.

In the Segment Manager, click Add, which takes you to the Segment Builder. Now click the Segments icon tobring up the segment rail.The segment templates appear at the bottom of the segment list.They are distinguishableby a folder icon to the left of the template name:

You can drag these templates into the Definitions canvas and use them as they have been defined, or modify them.


DefinitionTemplate Name

View data for visitors that added items to their carts but did not order anything. In the SegmentDefinition, the container is Visit. The rule for this sequential segment is

Cart Additions is not null

Abandon Cart

Then

Orders equals 0.

View data for visitors that have visited a maximum of one [1] times. In the Segment Definition,the container is Visit. The rule is

Visit Number equals 1.

First Time Visits

View data for visitors that have not participated in an order event. In the Segment Definition,the container is Visitor. This segment uses the Exclude logic. The rule is

Orders is not null.

Non-Purchasers

View data for visitors that visited more than once. In the Segment Definition, the container isVisitor. This segment uses the Exclude logic. The rule is

Single Access is not null.

Non-Single PageVisit(Non-Bounces)

View data from visitors originating from a paid search. In the Segment Definition, the containeris Visit. The rule is

Paid Search equals 1.

Paid Search

View data for visitors that have participated in an order event. In the Segment Definition, thecontainer is Visitor. The rule is

Orders is not null.

Purchasers

View data from visitors that have visited at least once. In the Segment Definition, the containeris Visit. The rule is

Visit Number is greater than 1.

Return Visits

View data from visits in which you see a single page value, even though you may submitmultiple page views during that visit. Single-page visits with exit link events are included inthe segment. In the Segment Definition, the container is Visit. The rule is

Single Page Visits equals 1.

Single Page Visits

View data for visitors that viewed products but had no cart additions. In the Segment Definition,the container is Visit. The rule for this sequential segment is

Product Views is not null

Viewed ProductDidn't Add to Cart

Then

Cart Additions equals 0.

View data from visitors referred by campaigns. In the Segment Definition, the container isVisit. The rule is

Tracking Code is not null.

Visits fromCampaign


DefinitionTemplate Name

View data from visitors using mobile devices. In the Segment Definition, the container is Visit.The rule is

Mobile Device is not null.

Visits from MobileDevices

View data from visitors not originating from a paid search. In the Segment Definition, thecontainer is Visit. The rule is

Paid Search equals 0.

Visits from NaturalSearch

View data from visitors not using mobile devices. In the Segment Definition, the container isVisit. This segment uses the Exclude logic. The rule is

Mobile Device Type equals Mobile Phone

Visits fromNon-Mobile Device

Or

Mobile Device Type equals Tablet.

View data from visitors using phones. In the Segment Definition, the container is Visit. Therule is

Device Type equals Mobile Phone.

Visits from Phones

View data from visitors referred by search engines. In the Segment Definition, the containeris Visit. The rule is

Referrer Type equals Search Engines.

Visits from SearchEngines

View data from visitors referred by social sites. In the Segment Definition, the container isVisit. The rule is

Referrer Type equals Social Networks.

Visits from SocialSites

View data from visitors using tablets. In the Segment Definition, the container is Visit. The ruleis

Device Type equals Tablet.

Visits from Tablets

View data from visitors to your site, where a persistent cookie is required. In the SegmentDefinition, the container is Visit. The rule is

Persistent Cookie equals 1.

Visits with Visitor IDCookie

Example: Campaign Visitors Segment

Shows an example of this frequently used segment.

Many customers want to see metrics from visitors who responded to specific campaigns. Creating a campaignvisitors segment is an easy way of getting this data.

Building this segment in the Segment Builder means that from a top-level Visit container, you drag in a campaigndimension, in this case Campaign Name:


(Optional) You can also apply a Campaigns tag to this segment, if you wish to easily filter on all your campaign-relatedsegments.

Create Segments from a Fallout Report

Define a fallout report and use it to generate a segment in Analysis Workspace and share across the UnifiedSegmentation infrastructure.

For a more detailed example with screenshots, go here.

1. In Analysis Workspace, create a Fallout report that includes the dimension you want to use for your segment.2. Right-click the dimension in the Fallout report and select Create segment from touchpoint.3. In the Segment Builder, name the segment, enter a description, change rules, add to logic, and then save.

Ad Hoc Analysis Features

The Segment Builder for Ad Hoc Analysis includes features built on Java libraries but contains the same featuresas the web console. Like the web console, it allows you to drop elements from the left panes to the Segment canvasand then run against the data set.


https://marketing.adobe.com/resources/help/en_US/analytics/analysis-workspace/fallout_flow.html

DescriptionFeature

Lists dimensions.Dimensions pane1

Drills into Dimension attributes and displays Dimension element values,such as a list of Pages, Languages, or Campaigns. For example, if you

Dimension element tabs2

select the Page in the Dimension pane, a Pages pane will appear witha list of web pages for your site.

Searches across the pane.Search box3

Lists metric events to apply to the segment.Events tab4

Lists pre-configured segments.Segments tab5

Lists pre-configured segments to build from.Templates tab6

Allows you to name or rename the segment.Segment Title7

Allows you to provide a title for the new segment.Segment Description8

Lets you add a new container to the Segment canvas.Add Container menu9

Highlights a section and lets you reposition it within the Segment canvas.Move handle10

Assigns the AND/OR operator between containers.And/Or menu11

The work area is where you build and configure segments, add rules,and nest and sequence containers.

Segment Canvas12

Click the Run icon to run the segment against the data set. If invalid,the button will not be active and the tool tip will define the error.

Execute button13

Presents a pie chart to show number and percentage of Page Views,Visits, and Visitors for a segment run against a data set.

Report visuals14

Saves the segment for reuse or lets you Save As from the drop-downmenu.

Save button15


Build Segments in Ad Hoc Analysis

See About Segments for additional information.

1. Open the Segment Builder from the Segments panel in the left sidebar. Click the wrench icon and select NewSegment from the menu.

The Segment Builder will open.

2. Drag entities from the Dimension, Dimension element, Event, Templates, or Segment panels from the left sidebarto the Segment Canvas.

3. Enter a value for the dimension.


Enter a value or select value by clicking the magnifying glass icon. A menu will open to select possible value forthe dimension.

4. Set the operator from the list of operators.

5.Resolve any errors identified by the Error icon .

Mousing over the Error icon brings up a message identifying the error.

6.After placing the containers and setting the rules, click the Run icon to run the segment against the selecteddataset.

7. View a preview of the results in applying the segment at the bottom of the pane.

8. Click the Save button to save the segment in the Segments pane for future use.

Building Sequential Segments

Sequential segments are created by using the THEN operator, instead of AND or OR.THEN implies that one segmentcriteria occurs, followed by another. By default, a sequential segment identifies all matching data, showing the filter


“Include Everyone”. Sequential segments can be further filtered to a subset of matching hits using the “Only BeforeSequence” and “Only After Sequence” options.

Additionally, you can constrain sequential segments to a specific duration of time, granularity, and counts betweencheckpoints using the After and Within operators.

Include Everyone

When creating a segment where “Include Everyone” is set, the segment identifies paths that match the given patternas a whole. This is an example of a basic sequence segment looking for one hit (Page A) followed by another (PageB) as visited by the same visitor. The segment is set to Include Everyone.

Matches • A then B

• A then (in a different visit) B

• A then D then B

B then ADoes notMatch

Only Before Sequence and Only After Sequence

The options Only Before Sequence and Only After Sequence filter the segment to a subset of data before or afterthe specified sequence.

• Only Before Sequence: Includes all hits before a sequence + the first hit of the sequence itself (see example 1,3). If a sequence appears multiple times in a path, “Only Before Sequence” includes the first hit of the last occurrenceof the sequence and all prior hits (see example 2).


Only After Sequence: Includes all hits after a sequence + the last hit of the sequence itself (see example 1, 3). Ifa sequence appears multiple times in a path, “Only After” includes last hit of the first occurrence of the sequenceand all subsequent hits (see example 2).

For example, consider a sequence of B -> D. The three filters would identify hits as follows:

Example 1: B then D appears once

FEDCBAExample

FEDCBAInclude Everyone

BAOnly Before Sequence

FEDOnly After Sequence

Example 2: B then D appears multiple times

EDCBDCBAExample

EDCBDCBAInclude Everyone

BDCBAOnly BeforeSequence

EDCBDOnly After Sequence

Let’s also frame this concept with the Hit Depth dimension.

Example 3: Hit Depth 3 then 5

Dimension Constraints

In a “within" clause, in between THEN statements, you can add, for example, “within 1 search keyword instance”,“within 1 eVar 47 instance”. This constrains the segment to within one instance of a dimension.

Setting a ‘Within Dimension’ clause between rules allows a segment to restrict data to sequences where that clauseis satisfied. See the example below, where the constraint is set to "Within 1 page":


Matches • A then B

Does notMatch

• A then C then B (because B was not within 1 page of A)

Note: If the dimension restriction is taken out, "A then B" and "A then C then B" would bothmatch.

Simple Page View Sequence

Visitors completing a specific sequence of page views at the hit level without regard to the number or frequency ofvisits.

Identify visitors who viewed a page and then viewed another page. The hit-level data will filter this sequenceirrespective of previous, past, or interim visit sessions or the time or number of page views occurring between.

Sequential Segment: Visitor viewed page A, then viewed page B in the same or another visit.

Use Cases

The following are examples of how the segment can be used.

1. Visitors to a sports' site view the football landing page and then view the basketball landing page in sequentialorder but not necessarily on the same visit. This prompts a campaign to push basketball content to footballviewers during the football season.

2. Car retailer identifies a relationship between those who land on the customer loyalty page and then go to thevideo page at any time during the visit or another visit.

Creating a Segment

You nest two page rules within a top-level Visitor container and sequence the page hits using the THEN operator.


Visitor Sequence Across Visits

Visitors completing one hit in a visit followed sequentially by a hit in another visit.

Identify those visitors who fell out of a campaign but then returned to the sequence of page views in another session.

Sequential Segment: Visitor viewed page A in one visit, then viewed page B in another visit.

Use Cases

The following are examples of how this type of segment can be used:

• Visitors to the Sports page of a news site then revisits the Sports page in another session.• A clothes retailer sees a relationship between visitors who land on a landing page in one session, and then go

directly to the checkout page in another session.

Creating the Segment

This example nests two Visit containers within the top-level Visitor container and sequences the segment usingthe THEN operator.

Mixed-level Sequence

Mixed container segments let you segment Visitors based on different container levels, filtering page views at theHit level, but requiring other page views at the Visit level.


Identify visitors who view two pages across an undetermined number of visits, but then view a third page in a separatevisit.

Sequential Segment: Visitors visit page A and then page B in one or more visits, followed by a visit to page C in aseparate visit.

Use Cases


• Visitors first visit a news site and then view the sports page in the same visit. On another visit the visitor visits theweather page.

• Retailer defines visitors who enter the Main page and then go to the My Account page. In another visit, they visitthe View Cart page.


1. Drop two Page dimensions from the left panes within a top-level Visitor container.2. Add the THEN operator between them.3. Click Options > Add container and add a Visit container underneath the Visitor level and sequenced using

the THEN operator.

Aggregate Containers

Segments with aggregate checkpoints in Visit containers let you identify visitors who complete various combinationsof page views at the Hit level.

Adding multiple Hit containers within a Visitor container lets you employ the appropriate operators between thesame type of containers, and to use rules and dimensions such as Page and Visit Number to define the page viewand provide a sequence dimension within the Hit container. Applying logic at the Hit-level lets you constrain andcombine matches at a same-level of hits within the Visitor container to build a variety of segment types.

Example: Visitors visited page A after the first hit in the sequence of page views (page D in the example), thenvisited either page B or page C without regard to the number of visits.


Use Cases


• Identify visitors who go to the Main landing page in one visit, then view the Men's clothing page in another visit,then view either the Woman's or Children's landing page in a different visit.

• An e-zine captures those visitors who go to the Home page in one visit, the Sports page in another visit, and theOpinion page in another visit.


1. Select the Visitor container as the top-level container.2. Add two Hit-level containers—a dimension with an appropriate numerical dimension joined at the same Hit level

by the AND and OR operator.3. Within the Visit container, add another Hit container and nest two additional Hit containers joined with an OR

or AND operator.

Sequence these nested Hit containers with the THEN operator.

Nesting in Sequential Segments

Nesting a sequence segment within another sequence segment lets you join different layers of containers andenforce rules to build and save complex sequential segments.

By placing checkpoints at both the Visit and Hit level, you can constrain the segment to meet requirements withina specific visit as well as a specific hit.

Sequence: Visitor visited page A then visited page B in the same visit. In a new visit, the visitor then went to pageC.



1. Underneath a top-level Visit container, drag in two page dimensions.2. Multi-select both rules, click Options > Add container from selection and change it to a Visit container.3. Join them with a THEN operator.4. Create a Hit container as a peer to the Visit container and drag in a page dimension.5. Join the nested sequence in the Visit container with the Hit container using another THEN operator.

Excluding Hits

Enforce inverse matching by excluding containers as part of a sequential segment.

Segment rules include all data unless you specifically exclude Visitor, Visit, or Hit data using the Exclude rule. Itallows you to dismiss common data and create segments with more focus. Or it allows you to create segmentsexcluding found groups to identify the remaining data set, such as creating a rule that includes successful visitorswho placed orders and then excluding them to identify "non-purchasers." However, in most cases it is better to createrules that exclude broad values rather than trying to use the Exclude rule to target specific include values.

For example:

• Exclude pages. Use a segment rule to strip out a specific page (such as Home Page) from a report, create a Hitrule where the page equals "Home Page," and then exclude it. This rule automatically includes all values exceptthe Home Page.

• Exclude referring domains. Use a rule that includes only referring domains from Google.com and excludes allothers.

• Identify non-purchasers. Identify when orders are greater than zero and then exclude the Visitor.

The Exclude operator can be employed to identify a sequence where specific visits or hits are not performed by thevisitor. Exclude Checkpoints can also be included within a Logic Group

.


Exclude Between Checkpoints

Enforce that a checkpoint did not occur between two other checkpoints by excluding the middle container.

Enforce logic to segment visitors where a checkpoint did not explicitly occur between two other checkpoints.

Sequence: Visitors that visited page A and then visited page C—but did not visit page B.

Use Cases


• Visitors to a Lifestyle page and then the Theater section without going to the Arts page.• An auto retailer sees a relationship between those who visit the main landing page and then go straight to the No

Interest campaign without going to the Vehicle page.


Create a segment as you would for a simple, mixed-level, or nested sequential segment and then set the EXCLUDEoperator for the container element. The example below is an aggregate segment where the three Hit containers aredragged to the canvas, the THEN operator assigned to join the container logic, then exclude the middle page viewcontainer to include only visitors that went from page A to Page C in the sequence.

Exclude at Beginning of Sequence

Identify when visitors are visiting a specified page view without first visiting an unwanted page view.

If the exclude checkpoint is at the beginning of a sequential segment, then it ensures that an excluded page viewdid not occur before the first non-excluded hit.

Sequential Segment: Visitor visited page A and not page B.


Use Cases


• Visitors who visited page A and did not visit page B.• A restaurant wants to see inveterate users who avoid the main landing page and go directly to the Order Out page.

Creating a Segment

Create two separate Hit containers within a top-level Visitor container. Then set the EXCLUDE operator for the firstcontainer.

Exclude at End of Sequence

Identify when visitors are visiting a specified page without visiting an unwanted page afterwards.

If the exclude checkpoint is at the end of a sequence, then it ensures that the checkpoint did not happen betweenthe last non-excluded checkpoint and the end of the visitor sequence.

Sequential Segment: Visitors visit page A and then did not visit page B in the current or subsequent visits.

Use Cases


• Visitors who visited page A and did not visit page B.• A restaurant wants to see inveterate users who avoid the main landing page and go directly to the Order Out page.


Build a simple sequence segment by dragging two Hit containers to the canvas and connecting them using theTHEN operator. Then assign the EXCLUDE operator to the second Hit container in the sequence.


Logic Group Containers

A Logic Group is a way to identify several checkpoints within a sequential segment as a group but without a needfor ordering these checkpoints within the Visitor > Visit > Hit hierarchy.

Within a sequential segmentation, it is required that containers are ordered strictly within the container hierarchy.The Logic Group container was designed to be used when higher level containers are required in sequentialsegments to further filter visitors and to furnish complex, nested, visitor-level constraints to refine the segment.

Standard Container Hierarchy

Within the Visitor container, the Visit and Hit containers are nested insequence to extract segments based on hits, the number of visits, andthe visitor.

Note: A Logic Group can only be defined in a sequential segment, meaning that the THEN operator is usedwithin the expression.

A Logic Group container treats several checkpoints as a group without ordering. For example, you can't nest aVisitor container within a Visitor container. But instead, you can nest a Logic Group container within a Visitorcontainer with specific Visit and Hit-level checkpoints.


Logic Container Non-Standard Hierarchy

The standard container hierarchy is also required outside of the LogicGroup container. But inside the Logic Group container, the checkpointsdo not require an established order or hierarchy—these checkpointssimply need to be met by the visitor in any order.

Building a Logic Group Segment

Like other containers, the Logic Group containers can be built in multiple ways within the Segment Builder. Hereis a preferred way to nest Logic Group containers:

1. Drag dimensions, events, or segments from the left panes.2. Change the top container to a Visitor container.3. Change the AND or OR operator inserted by default to the THEN operator.4. Select the Hit containers (the Dimension, Event, or Item) and click Options > Add container from selection.5. Click the container icon and select Logic Group.

6. You can now set the Hit within the Logic Group container without regard to hierarchy.

Logic Group Checkpoints in Any Order

Visitors who first visited a specific page then visited subsequent pages in no specific order.


Using the Logic Group lets you meet conditions within that group that reside outside of the sequence. This allowsyou to build segments where a Visit or Hit container happens irrespective of the normal hierarchy.

Sequential Segment: Visitors who visited page A, then visited page B and page C in any order.

Creating a Segment

Page B and C are nested in a Logic Group container within the outerVisitor container. The Hit container for A isthen followed by the Logic Group container with B and C identified using the AND operator. Because it is in theLogic Group, the sequence is not defined and hitting either page B or C makes the argument true.

Logic Group First Match

Create a logic group to complete one of several hits without a specific order before hitting a specific page.

Using the Logic Group lets you meet conditions within that group that reside outside of the sequence. In thisunordered first match segment, the Logic Group rules are identified first to be either a page view of page B or pageC, then the required view of page A.

Sequential Segment: Visitors that visited either page B or page C, then visited page A.

Creating a Segment

Page B and page C dimensions are grouped within a Logic Group container with the OR operator selected, thenthe Hitcontainer identifying a page view of page A as the value.


Logic Group Exclude AND

Identify when a visitor performs a page view then hits another page while excluding hits of specific page views.

Build segments using the Logic Group where multiple page views are aggregated to define what pages werenecessary to be hit while other pages were specifically missed.

Sequential Segment: Visitor visited Page A, then explicitly did not visit page B or C, but hit page D.

Building the Segment

Build this segment by dragging Dimensions, Events, and pre-built Segments from the left panes. See Building aLogic Group Segment.

After nesting the values within the Logic Group, click the Exclude button within the Logic Group container.


Logic Group Exclude OR

Create a sequential segment where visitors viewed a page hit but did not explicitly hit other defined pages.

Build segments using the Logic Group where multiple page views are aggregated to define what pages werenecessary to be hit while other pages were specifically missed.

Sequential Segments: Visitors that visited page A, but did not visit either Page B or Page C before Page A.

Building the Segment

The initial B and C pages are identified in a Logic Group container that is excluded, and then followed by a hit topage A by the visitor.

Build this segment by dragging Dimensions, Events, and pre-built Segments from the left panes.

After nesting the values within the Logic Group, click the Exclude button within the Logic Group container.

Building Time-Within and Time-After Segments

Identify visitor page view hits by matching limited by a specific duration of time, granularity, and counts betweencheckpoints.

Use the Within and After operators built in to the header of each container to define the time, events, and count.

You can limit matching to a specified duration of time by using the Within and After containers and specifying agranularity and count. The Within operator is used to specify a max limit on the amount of time between twocheckpoints. The After operator is used to specify a minimum limit on the amount of time between two checkpoints.


After and Within Operators

The duration is specified by a single uppercase letter representing the granularity followed by a number representingthe repetition count of the granularity.

Within includes the endpoint (less than or equal to).

After does not include the endpoint (greater than).

DescriptionOperators

The After operator is used to specify a minimum limit on the amount of time between twocheckpoints..

When setting the After values, the time limit will begin when the segment is applied. Forexample, if the After operator is set on a container to identify visitors who visit page A but

AFTER

don't return to visit page B until after one day, then that day will begin when the visitor leavespage A.

For the visitor to be included in the segment, a minimum of 1440 minutes (one day) musttranspire after leaving page A to viewing page B.

The Within operator is used to specify a maximum limit on the amount of time between twocheckpoints. For example, if the Within operator is set on a container to identify visitors

WITHIN

who visit page A and then returned to visit page B within one day, then that day will beginwhen the visitor leaves page A. To be included in the segment, the visitor will have amaximum time of one day before opening page B.

For the visitor to be included in the segment, the visit to page B must occur within a maximumof 1440 minutes (one day) after leaving page A to viewing page B.

When using both the After and Within operators, it's important to understand that bothoperators will begin and end in parallel, not sequentially.

AFTER/WITHIN

For example, if you build a segment with the container set to After = 1 Week(s) andWithin = 2 Week(s), then the conditions to identify visitors in the segment are met onlybetween 1 and 2 weeks. Both conditions are enforced from the time of the first page hit.

Using the After Operator

The After operator is used to specify a minimum limit between two checkpoints.

• Time After lets you track by year, month, day, hour, and minute to match visits.


• Time After can only be applied to a Hit container because it is the only level for which such fine granularity isdefined.

Sequence: Visitors that visited page A then visited page B only after 2 weeks.

Creating the Segment: This segment is created by adding a Visitor container with two Hit containers.You canthen set the THEN operator, and open the AFTER operator drop down and set the number of weeks.

MatchesWhen given "After 2 weeks", if a hit to page A happens on June 1 2013, at 00:01, then a following hit to page B willmatch as long as it comes before June 15 2013 00:01 (14 days later).

MatchingHit BHit A

Matches: This time constraint matchesbecause it is After June 1, 2013 (twoweeks).

B hit: Jun 15, 2013 00:01A hit: June 1, 2013 00:01

Does not match: The first hit on page Bdoes not match because it conflicts withthe constraint requiring it after two weeks.

B hit: June 8, 2013 00:01

B hit: June 15, 2013 00:01

A hit: June 1, 2013 00:01

Using the Within Operator

The Within operator specifies a maximum limit on the amount of time between two checkpoints.


• Within lets you track by year, month, day, hour, and minute to match visits.• Within can only be applied to a Hit container because it is the only level for which such fine granularity is defined.

Important: In a “within" clause, in between THEN statements, you can add, for example, “within 1 searchkeyword instance”, “within 1 eVar 47 instance”. This constrains the segment to within one instance of adimension.

Sequence: Visitors who visited page A then visited page B within 5 minutes.

Creating the Segment:This segment is created by adding a Visitor container, then dragging with two Hit containers.You can then set the THEN operator, and open the AFTER operator drop down and set the interval: hits, pageviews, visits, minutes, hours, days, weeks, months, quarters, or years.

Matches

Matches must occur within the time limit. For the expression Within 5 Minutes, if a visitor hits page A happensat 00:01, then a following hit to page B will match as long as it comes on or before 00:06 (five minutes later, includingthe same minute). Hits within the same minute will also match.

The Within and After Operators

The After and Within operators can be used together to define a sequential segment.

Use Within and After to provide a maximum and minimum endpoint at both ends of a segment.


Sequence: Visitors that visited page A then visited page B after 2 weeks but within 1 month.

Creating the Segment: Create the segment by sequencing two Hit containers within a Visitor container. Then setthe After and Within operators.

Matches

Any visitors hitting page A on June 1, 2013 are returning after June 15, 2013 00:01, but before July 1, 2013 areincluded in the segment. Compare with Time Between Exclusions.

The After and Within operators can be used together to define a sequential segment.

This example depicts a second visit to hit page B after two weeks but within a month.

Tagging Segments

In the Segment Manager, tagging segments allows you to organize them.


All users can create tags for segments and apply one or more tags to a segment. However, you can see tags onlyfor those segments that you own or that have been shared with you. What kinds of tags should you create? Hereare some suggestions for useful tags:

• Tags based on team names, such as Social Marketing, Mobile Marketing.

• Project tags (analysis tags), such as Entry-page analysis.

• Category tags: Men's; geography.

• Workflow tags: To be approved; Curated for (a specific business unit)

1. In the Segment Manager, mark the checkbox next to the segment you want to tag. The segment managementtool bar appears:

2. Click Tag and either

• select from existing tags, or• add a new tag and press Enter.

3. Click Tag again to tag the segment.

The tag should now appear in the Tags column. (Click the gear icon on the top right to manage your columns.)

You can also filter on tags by going to Filters > Tags.

Approving Segments

Within the Segment Manager you can set up a workflow that includes approving segments for various levels ofapplication, for specific departments or groups, and consistent with reporting policies.

Here is how to flag a segment as approved:

1. In Segment Manager, check the checkbox to the left of the segment title.2. Click Approve in the segment management task bar.3. Consider sharing the approved segment/s with your organization.4. Click OK.5. Notice the approval icon next to the segment in the list.


6. You can also unapprove an approved segment by clicking Unapprove.

Sharing Segments

Depending on your permissions, you can share segments with your whole organization, groups, or individual users.

Can share segments with All, with Groups, and with Users. Groups are set up as permissiongroups in the Admin console.

Administrator

Can share segments only with individual users.Non-Administrator

When should you share segments with the entire company versus just a group of users or individuals? Here aresome best practices you might follow:

• As an Admin, share a segment with All if it's of use to the entire company and everyone is comfortable using it. Inthis case, you should also consider making it an approved segment.

• As an Admin, share a segment with a specific Group if the segment provides good business value for that team.Do not officially approve this type of segment.

• As an Admin or an individual user, share a segment with other individuals to vet and validate a segment. If it doesn'tprove useful, it can be discarded. Do not officially approve this type of segment.

1. In the Segment Manager, mark the checkbox next to the segment you want to share. The segment managementtool bar appears:

2. Click Share.


If you are an Admin, you can select All or choose from Groups and Users in your organization. As a non-Admin,you can see only individual users. Use the Search field to search for groups or users.

3. Click Share.The Shared icon appears next to the segment:

4. You can filter on segments shared with you by going to Filters > Other Filters > Shared with Me.

Publishing Segments to the Experience Cloud

Lets you use the segment for marketing activity in the Audience library, Target, and Audience Management.

This check box in the Segment Builder appears only if the report suite that you are saving this segment to is enabledfor the Experience Cloud.

By publishing a segment to the Experience Cloud, you can use the segment for marketing activity in the Audiencelibrary, Target, and Audience Manager. A segment title and description are required.

Note: In Analytics, you can edit or delete a published segment. If the segment is in use, a warning messageis issued when you edit a segment.You cannot delete a published segment that is in use by Adobe Target.

Important: You should limit the number of audiences shared from Analytics to 20 (per customer/ExperienceCloud organization) to avoid impacts on latency and data availability. Audiences shared to the ExperienceCloud from Analytics should not exceed 20 million unique visitors. Also, due to caching, deleted report suitesin Analytics require 12 hours before the deletion is shown in the Experience Cloud.

Important: Once a visitor qualifies for the audience shared from Analytics, there is a 24 - 48 hour delay beforethat information is actionable in Target, Media Optimizer, and Campaign.


http://marketing.adobe.com/resources/help/en_US/mcloud/t_publish_audience_segment.html

http://marketing.adobe.com/resources/help/en_US/mcloud/t_publish_audience_segment.html

Selecting and Applying Segments

How to apply one or more segments to a report from the segment rail.

1. Bring up the report to which you want to apply a segment, for example the Pages Report.

2. Click Show Segments above the report. The segment rail opens.

3. Mark the checkbox next to one or more of the segments or Search Segments to find the right segment.

Note: You can apply more than one segment to a report (this is called segment stacking). When multiplesegments are applied, the criteria in each segment is combined using an 'and' operator and then applied.There is no limit to how many segments you can stack.

Note: Clicking the Information icon (i) next to the segment name lets you preview the key metrics to seewhether you have a valid segment and how broad the segment is.

4. You can filter by report suite by selecting the (Only) <report suite name> check box. This will show only thosesegments that were last saved in that report suite.

5. Click Apply Segment and the report will refresh. The segment or segments that are applied now display at thetop of the report:

Filtering Segments

Filter by tags, owners, and other filters (Show All, Mine, Shared With me, Favorites, and Approved.)

Filtering makes it easier to search for segments in the segment rail.

1.In the Segment Manager, click the Filters icon:


2. The following filters are available:

DescriptionFilter Name

Lets you filter on segments with specific tags. The Tags column is shown by default.Tags

Lets you filter segments by owner.Owners

(Admin only) Shows all segments, their owner, and the last date they were modified.Other Filters > ShowAll

Shows all segments that you own.Other Filters > Mine

Shows all segments that others shared with you.Other Filters >Shared with Me

Shows all segments you marked as Favorites.Other Filters >Favorites

Shows all officially approved segments.Other Filters >Approved

Lets you search for segments by name.Search Segments

Marking Segments as Favorites

Marking segments as favorites is another way to organize them for ease of use.

1. In the Segment Manager, check the star next to any segment that you want to mark as a favorite. It should nowappear as a yellow star:

2. You can also filter on favorites under Filters > Other Filters > Favorites.


Deleting Segments

Lists a few considerations you should be aware of before deleting segments.

When you delete a segment,

• Scheduled reports and dashboards that have this segment applied continue to work normally, i.e. the segment ordashboard continues to use the deleted segment.

• Scheduled reports do not update when you edit a segment with the same name. Here is an example: Let's supposeyou have 2 segments with the same name in different report suites:

You have a bookmark that references the segment for the mainprod report suite. Then you delete that segmentbecause it’s a duplicate. The bookmark will continue to run, referencing the definition of the deleted segment. Ifyou change the segment definition for the remaining segment to include Catalina Island and Tijuana Mexico, thesegment applied to the bookmark will not change. It will use the old definition. To fix this, update the bookmark toreference the new definition. If you are unsure whether a bookmark, dashboard or scheduled report is using adeleted segment, you could change the name of the remaining segment so it’s more clear whether the bookmarkis using the remaining segment.

Editing Embedded Deleted Segments in Ad Hoc Analysis

Ad Hoc Analysis now lets you edit embedded deleted segments within the Calculated Metric Builder and lets youperform a "Save As" operation on that segment.

However, any other deleted segments that reference the deleted segment will remain unchanged.

Managing Segments

The Segment Manager offers many ways of curating segments, such as sharing, filtering, tagging, approving, copying,deleting, and marking as favorites.

The Analytics Segment Manager shows you all the segments you own and that have been shared with you.Admin-level users can see all segments in the organization. This overview presents the user interface and thecapabilities of the Segment Manager. Access the Segment Manager by

• Going to Analytics > Components > Segments in the top navigation.

•

Displaying an existing report and clicking the Segments icon in the left navigation. Then click Manage.

How-To Video

This Adobe Analytics YouTube video gives a short overview of how to use the Segment Manager.

Segment Manager User Interface


https://marketing.adobe.com/resources/help/en_US/analytics/calcmetrics/

https://www.youtube.com/watch?v=CdfOq98PTrg&index=6&list=PL2tCx83mn7GtHqZicFTa--aE6d02BvvTd

DescriptionUI Feature#

Once you have checked a segment, this tool bar appears. Mostmanagement tasks can be completed from this tool bar.

Segment Management Tool Bar1

Clicking the filter icon brings up the filter menu.You can filter by Tags,Owners, Show All (Admin only), Mine, Favorites, Approved, and Sharedwith Me.

Show Filters2

Check a segment in order to manage it.Check boxes3

Clicking the star next to a segment turns the star yellow and marks thesegment as a favorite.

Favorites4

Provided in the Segment Builder. To edit the title and description, clickthe title link - this takes you back to the Segment Builder.

Segment titles and descriptions5

This column indicates in which report suite the segment was last saved.Report Suites6

Indicates who owns the segment. As a non-Admin, you can see onlysegments you own or those that were shared with you.

Owner7

Tags that were applied to the segment, either by you or by people whoshared the segment with you.

Tags (not checked in columnselector, hence column notappearing)

8

Lists individuals or groups (Admin only) or All (Admin only) that youshared the segment with.

Shared with9

Shows the date that the segment was last modified.Date Modified10

Lets you select or deselect columns in the Segment Manager.Column selector11

Indicates that this segment is shared by you or with you.Shared icon12

Indicates that this segment has been approved by an Administrator.Approved icon13

Lets you see and select the filters under Tags, Report Suites, Owners,and Other (Show All, Mine, Shard with Me, Approved, Favorites.)

Filters14

Segment Manager in Ad Hoc Analysis

The Segment Organizer in ad hoc analysis shows you all the segments you own and those shared with you.

To access the Segment Organizer in ad hoc analysis:

•Go to the Segments tab in the left side panel and then click the wrench icon and select Organize Segmentsfrom the menu.


Like the Segment Manager in the web user interface, this console provides multiple features, including segmentsharing, filtering, tagging, approving, copying, deleting, and marking as favorites.


Segment Reference

Comparison Operators for Segments

The Segment Builder allows you to compare and constrain values using selected operators.

Note: Operators marked (dw only) indicate that they work with Data Warehouse segments only.

The only supported wildcard character is the asterisk: *. If you need to search for *, you can escape it with a backslash.

Example: Suppose you have a page name called "My cool product".

The segment rule "Page name matches My*product" will match the above page name. However, the rule "Pagename matches My\\*product" matches only the page name "My*Product".

The selected dimension, segment, or metric event...Operator

Returns items that match exactly for a numeric or string value.equals

Note: If using wildcard characters, use the "matches" operator.

Returns all items that do not contain the exact match of the value entered.does not equal

Note: If using wildcard characters, use the "does not match" operator.

Returns items that match exactly based on a given numeric or string value.matches

Note: Use this operator when using wildcard (globbing) features.

Returns all items that do not contain the exact match of the value entered.does not match

Note: Use this operator when using wildcard (globbing) features.

Returns items whose numeric count is less than the value entered.is less than

(dw only)

Returns items whose numeric count is less than or equal to the value entered.is less than or equal to

(dw only)

Returns items whose numeric count is greater than the value entered.is greater than

(dw only)

Returns items whose numeric count is greater than or equal to the value entered.is greater than or equal to

(dw only)

51Segment Reference


Returns items that compare to the substrings of the values entered. For example,if the rule for "Page" contains "Search", then it will match any page that has thesubstring "Search" in it, including "Search Results", "Search", and "Searching".

contains

Returns the inverse of the "contains" rule. Specifically, all items that match theentered value will be excluded from the entered values. For example, if the rule

does not contain

for "Page" does not contain "Search", then it will not match any page that has thesubstring "Search" in it, including "Search Results", "Search", and "Searching".These values will be excluded from the results.

Returns items compared to the substrings, including multiple values joinedtogether. For example, entering "Search Results" with this operator would match

contains all of

"Search Results" and "Results of Search", but not "Search" or "Results"independently. It would match Search AND Results found together.

Identifies items compared to substrings—including multiple values joinedtogether—and then only return items without these values. For example, entering

does not contain all of

"Search Results" with this operator would identify "Search Results" and "Resultsof Search" (but not "Search" or "Results" independently) and then exclude theseitems.

Returns items compared to the substrings, including multiple values joined orindependently identified. For example, entering "Search Results" with this operator

contains any of

would match "Search Results", "Results of Search", "Search", and "Results". Itwould match either "Search" OR "Results" found together or independently.

Identifies items based on substrings and then returns values that do not containthese substrings. It can have multiple joined values or values independently

does not contain any of

identified. For example, entering "Search Results" would match "Search Results","Results of Search", "Search", and "Results" where either "Search" or "Results"are found together or independently. It would then exclude items that containthese substrings.

Returns items that start with the character or strings of the value entered.starts with

Returns all items that do not start with the characters or strings of the valuesentered. This is the inverse of the "starts with" operator.

does not start with

Returns items that end with the character or strings of the value entered.ends with

Returns all items that do not end with the characters or strings of the value entered.This is the inverse of the "ends with" operator.

does not end with

Returns items that contain an empty string identified as a null value.is null

Returns items that do not contain a null value.is not null

Returns the number of items that exist.

For example, if you evaluate the Pages Not Found dimension using the "exist"operator, the number of error pages that exist is returned.

exists

52Segment Reference


Returns all items that do not exist.

For example, if you evaluate the Pages Not Found dimension using the " doesnot exist" operator, the number of pages where this error page did not exist isreturned.

does not exist

Data Warehouse Segment Compatibility

Not all segments created in the Segment Builder are compatible with Data Warehouse.This table lists the supportedfunctions.

Data WarehouseAnalysis Workspace, Reports &Analytics, Ad Hoc Analysis

Supported only in special cases at the top levelSupported at any levelExcludes

Not supportedSupportedSequential segments

Some limitationsSupportedAND and OR can becombined without limits

Some limitations (they must decrease in scope,for example visitors can contain hits, but not theother way around)

SupportedNested containers

Drag and drop a dimension into the SegmentBuilder's Definitions field to find out about its

Drag and drop a dimension into theSegment Builder's Definitions field

Dimensions

product compatibility. For example, theseto find out about its productdimensions are supported only in DataWarehouse:

compatibility. For example, thesedimensions are supported only inReports & Analytics and Ad HocAnalysis:

• IP address

• Page URL• Entry Server • Visitor ID• Entry Category • Experience Cloud Visitor ID• Entry Date

• All Search Page Rank

Not supportedSupportedSegment stacking

Segment Rights by Role

Segment functionality now mostly differs between Admin-level users and non-Admins.

53Segment Reference

Applying SegmentsApprovingSegments

Viewing/ManagingSegments

Sharing Segments

Can apply anysegment across thewhole organization.

Can approvesegments ascanonical.

Marketing reports &analytics: Canview/edit/delete/etc. theirown and other users'segments.

Ad hoc analysis and reportbuilder: Can

Can share withentire company, withuser groups, andwith individualusers.

Admin-levelusers

view/edit/delete/etc. theirown segments and thoseshared with them.

Can apply their ownsegments and

Can only consumeapproved segments;

Can view/edit/delete/etc.only their own segments.

Can share withindividual users only

Non-Admin-levelusers

segments that havecannot mark asapproved. been shared with

them.

Troubleshooting

Error: "Incompatible elements in this segment"

This error occurs when you try to save a segment in the Data Warehouse folder where the segment contains elementsnot compatible with Data Warehouse. To resolve this error, do one of two things:

• Save the segment in a different folder• Remove or change the incompatible portions of the segment.

Why does my segment return no data at all?

Possible reasons:

• Reverse nesting - for example, nesting a Visitor container under a Visit container.• The report does not support segmentation.• There is no data matching the segmentation criteria.

Why can't I see the segment I created in the Segment Manager?

Possible reasons:

• Some dimensions are available only in Data Warehouse and not in the Segment Manager.• Segment is not compatible with Reports & Analytics.• Segment is checked only for a specific report suite.• A shared segment might have been deleted by another user.• Segments could not loaded due to a data center or Browser Cache issue.• The segment has not been saved.• IP address may be blocked at the user's end.

54Segment Reference

Why does the Page Data shown after applying a segment seem incorrect?

Possible reasons:

• Rules/Operators are incorrect for the required result.• Incorrect application of containers to the segment.• Traffic variables used to segment are not set properly or are expired.

55Segment Reference

Frequently Asked Questions• Features• Accessing the Segmentation Tools• Permissions• Best Practices• Managing Legacy Segments

Features

• Segmentation in Analysis Workspace:

• You can compare segments.• Use segments as dimensions in a comparison.• Use segments in fallout analysis.

• You can apply multiple segments to a report or project.• Segments are universal to all report suites.• The simplifies segment creation.• The lets you set up workflows with segment sharing, tagging, verification, and approval features.• You can tag segments to organize and search later instead of using folders. Previously, you used folders (in Ad

Hoc Analysis) to organize your segments.• You can create Sequential Segments outside of Ad Hoc Analysis.• The Page View container was renamed to the Hit container to indicate that this container segments all types of

data and not just page views. For example, link tracking calls, and trackAction calls from the mobile SDKs are allincluded or excluded by the hit container. Note that there wasn't a change to the way this container functions - itwas simply renamed.

See the Improving Segmentation in Adobe Analytics post on the Digital Marketing Blog for more details.

Accessing the Segmentation Tools

How do I get to the Segment Builder?

You can access the Segment Builder by:

•

Displaying an existing report and clicking the Segments icon in the left navigation. In the segment rail thatdisplays, then clickAdd, or

•At the top of the Segment Manager, clicking + Add. or

• Clicking an existing segment title in the Segment Manager to edit the segment in the Segment Builder.

How do I get to the Segment Manager?

Access the Segment Manager by:

• Going to Analytics > Components in the top navigation. Then click Segments, or

•

Displaying an existing report and clicking the Segments icon in the left navigation. Then click Manage, or

• Pressing the slash key '/' anywhere in the interface and searching for segment manager.

Where did the legacy segment drop-down go?

56Frequently Asked Questions

https://marketing.adobe.com/resources/help/en_US/analytics/analysis-workspace/segment-comparison.html

https://marketing.adobe.com/resources/help/en_US/analytics/analysis-workspace/segments_as_dimensions.html

https://marketing.adobe.com/resources/help/en_US/analytics/analysis-workspace/graphics/compare-segments-fallout.html

http://blogs.adobe.com/digitalmarketing/analytics/improving-segmentation-adobe-analytics/

The segment drop-down in Reports & Analytics has been replaced by a much more feature rich interface that letsyou to create "universal" segments usable across report suites and across Adobe Analytics solutions. To view a list

of existing segments, click the Segments icon in the left navigation and the segment rail displays.

Where did the legacy report suite drop-down go?

The report suite drop-down has been moved next to the date selector in the top right-hand corner of each report ordashboard.

Permissions

What rights and privileges do I need to use, create, and manage segments?

By default, all users can create and edit personal segments. However, Admins can decide who should havepermissions to create segments and can assign them to specific groups. These segments can be shared directlywith any other Analytics user.

Admins can edit any segment, and share segments with groups and with everyone in the organization. More...

Can I see all segments in my company?

Yes, Admins can see all segments within the Analysis Workspace and Reports & Analytics user interfaces.

Ad Hoc Analyics and Report Builder display segments that you own and segments that are shared with you.

Can I manage all Analytics segments in the Segment Manager?

Yes, all segments can be managed in the Segment Manager in Analysis Workspace, Reports & Analytics and AdHoc Analysis. Segment Manager displays segments that are visible to the owner (user who created the segment),shared users, and admin users. The segment selector displays segments that are owned by and shared with theuser.

Admins can see all segments within the Analysis Workspace andReports & Analytics user interfaces.

Ad Hoc Analysis and Report Builder display only segments built by you or segments that have been shared specificallywith you.

Why can't I delete this segment?

If the segment was published to the Experience Cloud, you cannot delete it or edit it. However, you can copy it andedit the copied version.

Best Practices

What should I do with duplicate segments that have the same name but may have different definitions?

Now that segments work in multiple report suites, you might find that you have multiple segments with the samename. We recommend that you either

• Rename segments that have the same name, but different definitions, or

• Delete segments that are no longer necessary.


https://marketing.adobe.com/resources/help/en_US/reference/groups.html

What does Adobe recommend with regards to cleaning up segments?

• Tag all segments with legacy tag.

• Review the segments that you have.

• Add them to the segment library where applicable.

• Approve segments that are canonical.

• Tag segments according to best practices.

Managing Legacy Segments

What happened to my existing segments?

Your existing segments will continue to work as they did before. Any reports that have these segments applied willcontinue to work correctly. More...

Most former pre-defined and suite segments will be migrated over as segment templates into the Segment Builder.Segment templates are used to quickly build custom segments with common audiences. Segment templates can'tbe applied to a report directly, but they can be easily saved to a custom segment.

Segment templates are marked with a special icon in Segment Builder:

What happened to my existing segment folders?

Instead of (Ad Hoc Analysis) folders, the Segment Manager uses tags.Your folder names are automatically convertedto tags and those tags are applied to the respective segments.

What happened to scheduled reports that have segments applied?

Scheduled reports continue to run properly with the segments that you defined.

When you delete a segment, scheduled reports and dashboards that have this segment applied continue to worknormally, i.e. the segment or dashboard continues to use the deleted segment.

Scheduled reports do not update when you edit a segment with the same name. Here is an example: Let's supposeyou have 2 segments with the same name in different report suites:

You have a bookmark that references the segment for the mainprod report suite. Then you delete that segmentbecause it’s a duplicate. The bookmark will continue to run, referencing the definition of the deleted segment. If youchange the segment definition for the maindev segment to include Catalina Island and Tijuana Mexico, the segmentapplied to the bookmark will not change. It will use the old definition. To fix this, update the bookmark to referencethe new definition. If you are unsure whether a bookmark, dashboard or scheduled report is using a deleted segment,you could change the name of the remaining segment so it’s more clear whether the bookmark is using the remainingsegment.

What happens to Data Warehouse segments?

All existing Data Warehouse segments still work in Data Warehouse. Most Data Warehouse segments will also workin other components such as Ad Hoc Analysis and Reports & Analytics.


You can create or edit a new Data Warehouse segments in the segment builder/manager.The Product Compatibilitymechanism in the Segment Builder automatically determines whether a segment is compatible with Data Warehouse.

The v14 Data Warehouse segmentation user interface was phased out in May 2014.

What happens to Favorites Segments (Ad Hoc Analysis)?

These Ad Hoc Analysis segments are displayed as regular segments in Adobe Analytics.

They should not be confused with the Favorites feature in the Segment Manager that lets you mark segments asfavorites.

What happens to Pre-Configured Segments?

• Single Page Visits

• Visits from Mobile Devices

• Visits from Natural Search

• Visits from Paid Search

• Visits with Visitor ID Cookie

These segments will be migrated over as segment templates into the Segment Builder.

Existing reports that have these segments applied will continue to work correctly.

What happens to Experience Cloud (Suite) segments:

• Non-Purchasers

• Purchasers

• First Time Visits

• Visits from Social Sites

• Visits of More than 10 Minutes*

• Visits with 5+ Previous Visits*

• Visits from Facebook*

Most of these segments (except the ones marked with an asterisk *) will be migrated over as segment templatesinto the segment builder. Additionally, several new segment templates have been added.

Existing reports that have these segments applied will continue to work correctly.

What happens to Admin segments (also known as "Global" segments)?

Admin segments will be migrated into the new segment interface and will show up as segments shared with everyone.

The owner of these segments is set to the admin with the oldest account in the login company’s list of admin users,however, all Admins can delete, edit and share these segments.

The segment management interface in the Admin Console where Admins created and managed these globalsegments is no longer available. Admins should now use the new segment builder to create segments and sharethem with appropriate groups or individuals or with everyone.

Segment Definition Changes

Describes additional changes that were made to segment definitions with the release of Segmentation.

Existing segments that use logic that has changed as described in this document continue to work correctly, thoughthey must be updated before they can be saved again. For example, if you have an existing segment where US


States contains 'New York', it continues to work correctly, though the next time you edit the segment you'll need toupdate it to use the enumerated type with an equals condition.

Migration tips

The following tips will help you migrate common dimensions:

• Geo-city/region/country – search for and select specific cities, regions or countries instead of using a partial match.• Browsers – use the Browser Types dimension to get all browsers in a type, e.g. Google Chrome• Operating Systems – use the OS Types dimensions to get all operating systems in a type, e.g. Microsoft Windows.

• New and Renamed Dimensions• Changes to String-Based Dimensions that have Known Values• Changes to Integer-Based Dimensions that have Known Values

New and Renamed Dimensions

The following table contains a list of dimensions that were renamed in Segment Builder.

NotesPrevious NameNew Dimension Name

Added in Spring 2015.NewOperating System Types

This dimension is compatible with all interfaces, and is split intoan enumerated list of ranges instead of specific integer values.

Browser WidthBrowser Width -Bucketed

If you need to segment specific values, use the granular versionof this dimension in a data warehouse segment.

This dimension is compatible with all interfaces, and is split intoan enumerated list of ranges instead of specific integer values.

Browser HeightBrowser Height -Bucketed

If you need to segment specific values, use the granular versionof this dimension in a data warehouse segment.

This was renamed and is now compatible with data warehouseonly. When defining segments that are compatible with allinterfaces, use the enumerated type, Browser Width - Bucketed.

Browser WidthBrowser Width -Granular

This was renamed and is now compatible with data warehouseonly. When defining segments that are compatible with allinterfaces, use the enumerated type, Browser Height - Bucketed.

Browser HeightBrowser Height -Granular

-CookiesCookie Support

-Monitor Color DepthColor Depth

the "App -" prefixes were removed from a number of dimensiontypes. Since mobile app data is typically captured in a report

"App - *"-

suite that does not contain web data, these prefixes were notnecessary.

-Original Entry PageEntry Page Original

-JavaJava Enabled

-Mobile Browser URLLength

Mobile Max BrowserURL Length

-Mobile Decoration MailSupport

Mobile Mail Decoration


NotesPrevious NameNew Dimension Name

-Mobile Device NameMobile Device

-Mobile Max BookmarkURL Length

Mobile Max BookmarkLength

-Mobile Max Mail URLLength

Mobile Max EmailLength

Use the Operating System dimension and apply a visits frommobile devices segments instead.

Mobile OSMobile OperatingSystem (Deprecated)

-Mobile PTTMobile Push To Talk

-Total Survey ViewsSurvey Views

-Total SurveyResponses

Survey Responses

-Path LengthVisit Depth

-Zip/Postal CodeZip Code

Changes to String-Based Dimensions that have Known Values

String-based dimensions that have a known set of values were changed to enumerated types. When creating asegment using these dimensions, the list is pre-populated with all known values and the only operator supported isequals. This lets you quickly segment the exact values you were looking for without selecting unintended valueswhen using less restrictive matching.

The following dimensions were changed to enumerated lists:

color depthmobile email lengthmobile manufacturer

monitor resolutionmobile device numbermobile screen size

pluginmobile push to talkmobile screen height

operating systemmobile mail decorationmobile cookie support

referrer typemobile information servicesmobile image support

search enginemobile device typemobile color depth

statebrowser typemobile audio support

geo countrybrowsermobile video support

geo regionconnection typemobile drm

geo citymobile carriermobile net protocols

geo dmacookiemobile os

persistent cookiecustomer loyaltymobile java vm

paid searchjava enabledmobile bookmark length

languagemobile url length


Changes to Integer-Based Dimensions that have Known Values

Integer-based dimensions (such as browser width) with a known set of values were split into enumerated rangesso you can quickly define segments for a specific range. These enumerated lists are appended with " - Bucketed"after the dimension name. The following screen demonstrates how these dimensions are segmented using theprevious and new segment builder interfaces:

The less than, greater than, and similar operators are now compatible with Data Warehouse segments only. Segmentsintended to be compatible with all reporting interfaces should use the "Bucketed" version of the metric with the equalsoperator.


What's New in Analytics SegmentationNew Features in Adobe Analytics Segmentation.

• November 2016• October 2016• September 2016• June 2016• January 2016• November 2015• October 2015• September 2015• October 2014• September 2014• August 2014• July 2014• May 2014

April 2018

This feature was introduced on April 12, 2018.

DescriptionFeature

We added support for custom calendars in the segment builder when using timedimensions as rules.

Custom calendar supportin segments

Note: A segment created for a report suite with a custom calendar continues tobe incompatible with any report suite that does not have the same customcalendar.

November 2016

This feature was introduced on November 10, 2016.

DescriptionFeature

Lets you build segments that contain rolling date ranges in order to answer questionsabout ongoing campaigns or events. For example, now you can easily build a segmentthat includes “everyone who has made a purchase over the past 60 days.”

Date ranges in segments

Note: This feature is not available in Ad Hoc Analysis.

October 2016

These features were introduced on October 17, 2016.

63What's New in Analytics Segmentation

DescriptionFeature

When building sequential segments, you now have the option to filter for traffic "beforesequence" or "after sequence".

Before/After sequencesegments

Note: This feature is not available in Ad Hoc Analysis.

In a “within" clause, in between THEN statements, you can add, for example, “within 1search keyword instance”, “within 1 eVar 47 instance”. This constrains the segment towithin one instance of a dimension.

Dimension constraints withSequential Segments

You can create segments from a touchpoint, add segments as touchpoints, and comparekey workflows across various segments in Analysis Workspace.

Analysis Workspace: Usesegments in Falloutanalysis

September 2016

This change was introduced on September 15, 2016.

DescriptionFeature

The Full Domain dimension in the Segment Builder has been renamed to Domainsto match the permission name.

Dimension name changein Segment Builder

June 2016

This feature was introduced on June 17, 2016.

DescriptionFeature

The Segment Comparison (Segment IQ) Panel in Analysis Workspace allows customersto quickly compare any two Analytics segments to find the most significant differencesbetween them across all data points.

Analysis Workspace >Segment Comparison

January 2016

This feature was introduced on January 21, 2016.

DescriptionFeature

If users do not have the Create Segment permission, they can no longer access theSegment Builder.

Create SegmentPermission





https://marketing.adobe.com/resources/help/en_US/analytics/analysis-workspace/segment-comparison.html


November 2015

This enhancement was introduced on November 5, 2015.

DescriptionFeature

Added support for Breakdown by Segment. In addition to breakdowns by Standard(Items) and Custom (Insights), you can now break down reports by segments. When

Data Warehouse:Breakdown by segment

you select the Segments tab, the list will be populated with the same set of segmentsoffered in the Available segments drop-down list.

Line items with membership in the segment will report a value of “1”, and items outsideof the segment report “0”.

October 2015


DescriptionFeature

Added support for multiple segments (segment stacking) to Data Warehouse.Data Warehouse:Segment stacking

When selecting multiple segments, the preview area now shows a comma-separatedlist of names (e.g. Segment 1, Segment 2). We also updated the Request Managerpage and the Request Detail popup window to display the comma-separated list.

A change was made to how Ad Hoc Analysis creates segments from a Fallout Report.Ad Hoc Analysis: Creatingsegments from falloutreports

Previously, the segment you created from the Fallout Report ignored any segmentsapplied at the report or workspace level and only included sequential rules for thecheckpoints in the report.

To get the segment generated on the Fallout Report to produce the same numbers asthe Fallout Report, we now embed the segment(s) from the report and workspace levelinto each checkpoint from the fallout report.

September 2015

These features were introduced on September 17, 2015.

DescriptionFeature

The Admin user can limit which users can create new segments. By default, all userscan create segments. More...

Permissions changes inSegment Builder



October 2014


DescriptionFeature

Added industry-standard format options for segments for direct integration with othercapabilities, without additional file manipulation.This provides a more seamless workflowand quicker analysis.

Segment Export FormatOptions

September 2014

These features were introduced on September 18, 2014.

DescriptionFeature

Reports & Analytics and Ad Hoc Analysis now use consistent operators and operatornames when creating segments.

Consistently namedsegmentation operators

New operators

The exists, and does not exist operators were added to Reports & Analytics whensegmenting based on enumerated strings.

The does not contain all of and does not contain any of operators were added toAd Hoc Analysis when segmenting based on string values.

Renamed operators

In Reports & Analytics:

• does not contains all of was renamed to does not contain all of• does not contains any of was renamed to does not contain any of

In Ad Hoc Analysis:

• contains one of was renamed to contains any of• is not null was renamed to exists• is null was renamed to does not exist• equals (with wild cards) was renamed to contains• does not equal (with wild cards) was renamed to does not contain• event exists was renamed to exists• event does not exist was renamed to does not exist

August 2014

These features were introduced on August 21, 2014.


DescriptionFeature

Data Warehouse now supports “matches” and “does not match” in segment definitions.(Reports & Analytics and Ad Hoc Analysis already support this.)

Support for "matches" and"does not match" in DataWarehouse segments

Segments that were previously incompatible with Data Warehouse because DataWarehouse did not support “matches” and “does not match” will become compatibleafter the release (assuming that’s the only reason the segment was incompatible.)Additional segments may appear in the Data Warehouse segment list after the release.

Segments.Save was added to the 1.4 Web Services API to save segments that arecompatible with the recently updated segment builder interface.

Segments.Save in WebServices API

July 2014

These features were introduced on July 17, 2014.

DescriptionFeature

Added the new segment selector rail to Anomaly Detection.This means that segmentscan now be applied to Anomaly Detection reports.

Ability to apply segmentsto Anomaly Detectionreports

Added a Create Segment From Path link in the Fallout reports that goes to the SegmentBuilder. Clicking the link results in an auto-created sequenced segment definition thatuses the checkpoints from the Fallout report.

Reports & Analytics: Abilityto create segments fromfallout reports

May 2014

These features were introduced on May 22, 2014.

DescriptionFeature

Segments are now created, managed, and used across Analytics user interfaces andacross report suites.

Initial release of the newSegment Builder/SegmentManager

A new Segment Builder interface lets you build simple, nested, and sequential segments.You can now apply multiple segments to a single report to prevent duplicating logic inmultiple segments.

A new Segment Manager lets you easily manage, approve, share, and tag segments.Segments can be published to the Experience Cloud for Analytics-powered targeting.

Ad Hoc Analysis is now part of the Analytics Unified Segmentation environment thatconsolidates features to build, manage, and share segments using Adobe Analytics.

Segment building andmanaging in Ad HocAnalysis


DescriptionFeature

The Segment Builder console within Ad Hoc Analysis has been updated with newfeatures, including updated icons, changes to console functionality, and the ability tosave containers at all levels. The Segment Manager (Organize Segments) has beenupdated with new features to organize and tag segments within Ad Hoc Analysis.


Transition Guide for Ad Hoc AnalysisIf you are used to working with the Segment Builder in Ad Hoc Analysis, this FAQ explains what happens to existingsegments and folders and what actions you need to take.

Features

• Segments are universal to all report suites. Previously, segments were report-suite specific.• Ad Hoc Analysis includes updates to the Segment Builder and a complete update of the Segment Manager.• You can now tag segments to organize and search later instead of using folders. Previously, you used folders in

Ad Hoc Analysis to organize your segments.

See ad hoc analysis release notes for additional information.

What happened to my existing segments?

Your existing segments will continue to work as they did before. Any reports that have these segments applied willcontinue to work correctly.

Most former pre-defined and suite segments will be migrated over as segment templates into the segment builder.Segment templates are used to quickly build custom segments with common audiences. Segment templates can'tbe applied to a report directly, but they can be easily saved to a custom segment.

Segment templates are marked with a special icon in Segment Builder.

What happened to my existing segment folders?

Instead of ad hoc analysis folders, the Segment Manager uses tags.Your folder names are automatically convertedto tags and those tags are applied to the respective segments.

What happened to scheduled reports that have segments applied?

Scheduled reports continue to run properly with the segments that you defined.

When you delete a segment, scheduled reports and dashboards that have this segment applied continue to worknormally, i.e. the segment or dashboard continues to use the deleted segment.

What is a Hit Container? Is it different from a Page View Container?

The Page View container was renamed to the Hit container to indicate that this container segments all types of dataand not just page views. For example, link tracking calls, and trackAction calls from the mobile SDKs are all includedor excluded by the hit container.

Note that there wasn't a change to the way this container functions, it was simply renamed.

What rights and privileges do I need to use, create, and manage segments?

All users can create and edit personal segments. These segments can be shared directly with any other Analyticsuser. Ad Hoc Analysis users can see the segments each created and those shared directly with the user.

In the Unified Segmentation web console, Admins can edit any segment, and share segments with groups and witheveryone in the organization.

Can I see all segments in my company?

All ad hoc analytics segments that you own and segments that are specifically shared with you are displayed.

69Transition Guide for Ad Hoc Analysis

http://marketing.adobe.com/resources/help/en_US/dsc/?f=c_release_notes_dsc

Can I manage all Analytics segments in the Segment Manager?

Ad hoc analysis only displays segments built by you or segments that have been shared specifically with you. Forad hoc analysis only, you can use the Segment Manager (Organize Segments) to manage ad hoc analysis segments.Use the Segment Manager in Unified Segmentation to manage all Analytics' segments.

What should I do with duplicate segments that have the same name but may have different definitions?Now that segments work in multiple report suites, you might find that you have multiple segments with the samename. We recommend that you either

• Rename segments that have the same name, but different definitions, or

• Delete segments that are no longer necessary.

How does Adobe recommend that I clean up segments?

• Tag all segments with legacy tag.

• Review the segments that you have.

• Add them to the segment library where applicable.

• Approve segments that are canonical.

Why can't I delete this segment?

If the segment was published to the Experience Cloud, you cannot delete it or edit it. However, you can copy it andedit the copied version.

More on what happens to your existing segments

What happens to these segments?Segment Category

These ad hoc analysis segments are displayed as regular segments in Adobe Analytics.

They should not be confused with the Favorites feature in the Segment Manager thatlets you mark segments as favorites.

Favorites Segments in AdHoc Analysis

These segments will be migrated over as segment templates into the segment builder.Pre-Configured Segmentsin ad hoc analysis:

Existing reports that have these segments applied will continue to work correctly.• Single Page Visits• Visits from Mobile Devices• Visits from Natural Search• Visits from Paid Search• Visits with Visitor ID

Cookie

Most of these segments (except the ones marked with an asterisk *) will be migratedover as segment templates into the segment builder. Additionally, several new segmenttemplates have been added.

Experience Cloud (Suite)segments:

• Non-Purchasers• Purchasers

Existing reports that have these segments applied will continue to work correctly.• First Time Visits• Visits from Social Sites• Visits of More than 10

Minutes*• Visits with 5+ Previous

Visits*


What happens to these segments?Segment Category

• Visits from Facebook*


Contact and Legal InformationInformation to help you contact Adobe and to understand the legal issues concerning your use of this product anddocumentation.

Help & Technical Support

The Adobe Experience Cloud Customer Care team is here to assist you and provides a number of mechanisms bywhich they can be engaged:

• Check the Experience Cloud help pages for advice, tips, and FAQs• Ask us a quick question on Twitter @AdobeExpCare• Log an incident in our customer portal• Contact the Customer Care team directly• Check availability and status of Experience Cloud Solutions

Service, Capability & Billing

Dependent on your solution configuration, some options described in this documentation might not be available toyou. As each account is unique, please refer to your contract for pricing, due dates, terms, and conditions. If youwould like to add to or otherwise change your service level, or if you have questions regarding your current service,please contact your Account Manager.

Feedback

We welcome any suggestions or feedback regarding this solution. Enhancement ideas and suggestions can beadded to our Customer Idea Exchange.

Legal

© 2018 Adobe Systems Incorporated. All Rights Reserved.Published by Adobe Systems Incorporated.

Terms of Use | Privacy Center

Adobe and the Adobe logo are either registered trademarks or trademarks of Adobe Systems Incorporated in theUnited States and/or other countries. A trademark symbol (®, ™, etc.) denotes an Adobe trademark.

All third-party trademarks are the property of their respective owners. Updated Information/Additional Third PartyCode Information available at http://www.adobe.com/go/thirdparty.

72Contact and Legal Information

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Documents

Adobe Marketing Cloud Analytics Segmentation Analytics capabilities, the Adobe Marketing Cloud, Adobe Target, and other integrated Adobe products. Analytics segmentation includes the